Michael Testa
Advisor at Naylor & Company
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fee for financial planning and consulting services, based on scope and complexity
Fees do not exceed 3% annually; calculated and assessed quarterly or monthly in advance; fees are negotiable
Account minimum: $100,000 (negotiable lower minimums for special circumstances) Fee-only: Flat fees charged for financial planning and consulting services, based on scope and complexity, sometimes free in certain circumstances
Work history
Naylor & Company
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
QuinStreet
2024 - 2025 (1 year)
Scale AI/Outlier AI
2023 - 2024 (1 year)
Rocket Mortgage
2021 - 2023 (2 years)
NY Stata Department of Health
2020 - 2021 (1 year)
Wyzant
2019 - 2020 (1 year)
Extended Travel
2018 - 2020 (2 years)
Heavy Photon Search
2017 - 2018 (1 year)
Fermi Gamm-ray Space Telescope
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lisa P
Series 66
Freehold, NY
Edward Jones
John M
CFP®, Series 63, Series 66
Windham, NY
JTM Wealth Management, Inc.
Dmitriy B
Series 65
Orinda, CA
Naylor & Company
Barbara B
Series 63
Fultonham, NY
Lincoln Investment
Michael M
CFP®, Series 63, Series 65
Windham, NY
Oppenheimer
Lauren H
Series 66
Greenville, NY
UBS Financial Services
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